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Pinnacle Holdings’s Piedmont Realty Trust PDM Stock Holding History

Pinnacle Holdings’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,718
Closed -$34.8K – 246
2025
Q1 		$34.8K Hold
4,718
– – 0.01% 203
2024
Q4 		$43.2K Sell
4,718
-69
-1% -$670 0.02% 201
2024
Q3 		$48.3K Sell
4,787
-558
-10% -$4.97K 0.02% 192
2024
Q2 		$38.8K Hold
5,345
– – 0.02% 205
2024
Q1 		$37.6K Buy
+5,345
New +$35.8K 0.02% 198

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pinnacle Holdings's PDM Position: Q2 2025 in Review

Pinnacle Holdings sold out of Piedmont Realty Trust (PDM) in Q2 2025, closing a stake of 4,718 shares — an estimated $34.8K sold.

Pinnacle Holdings first reported a position in PDM in Q1 2024 and held it in 5 quarters. The position peaked at $48.3K in Q3 2024. 263 funds tracked by Wall St. Rank hold PDM as of Q2 2025.

  • Pinnacle Holdings reported no remaining Piedmont Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Holdings sold 4,718 Piedmont Realty Trust shares in Q2 2025, an estimated $34.8K.
  • Pinnacle Holdings first reported a position in Piedmont Realty Trust in Q1 2024 and held it in 5 quarters.
  • Pinnacle Holdings's Piedmont Realty Trust position peaked at $48.3K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2025.

Based on Pinnacle Holdings's 13F filing for Q2 2025, filed 7 Aug 2025.